Stifel Financial
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Stifel Financial’s Occidental Petroleum OXY Stock Holding History

Stifel Financial’s Portfolio OXY Stock Details OXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-104
Closed -$9K – 2410
2014
Q3 		$9K Buy
+104
New +$9.98K ﹤0.01% 2208

Other funds holding OXY

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HHII
H&H International Investment Palo Alto, California $20B AUM 9.66% 1-Year Est. Return

Stifel Financial's OXY Position: Q1 2026 in Review

Stifel Financial increased its Occidental Petroleum (OXY) stake by 18% in Q1 2026, buying an estimated $3.16M and bringing the position to 409,335 shares worth $26.6M. The position accounts for 0.02% of the portfolio, ranked #525.

Stifel Financial first reported a position in OXY in Q1 2014 and has held it in 49 quarters since. The position peaked at $45.5M in Q3 2018. 1,292 funds tracked by Wall St. Rank hold OXY as of Q1 2026.

  • Stifel Financial held 409,335 shares of Occidental Petroleum worth $26.6M as of Q1 2026.
  • Stifel Financial bought 62,901 Occidental Petroleum shares in Q1 2026, an estimated $3.16M.
  • Occidental Petroleum made up 0.02% of Stifel Financial's portfolio in Q1 2026, its #525 holding.
  • Stifel Financial first reported a position in Occidental Petroleum in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Occidental Petroleum position peaked at $45.5M in Q3 2018.
  • 1,292 funds tracked by Wall St. Rank held Occidental Petroleum as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.